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Invite your customers with manual review invitations

Use the Invite Customers module to invite customers to review your company. It's the fastest way to get reviews and start getting helpful feedback.

It’s a great way to get started with Trustpilot and really easy to use! Let's find out how to set up the module.

There are four ways to manually invite your customers

1. Upload a file

  1. In the Invitations module, select the Invite Customers tab.
  2. Click Select file and choose a file from your computer. Make sure that your file is formatted as a .csv or.txtfile. Both format types use commas or semicolons to separate items.
  3. Approve your file by clicking Continue.
  4. Check that your customer data is correct, then click Continue.
  5. In the Sender name field, enter your sender information. Select the Reply-to email from the drop-down menu and click Continue.
  6. In the Template Editor, in the Select a template window, select our optimized template, then click Continue. You can also create your own invitation email.
  7. At the bottom of the page, in the drop-down menu, select the local Trustpilot website that you want to send your customers to when they write their review and click Next.
  8. Review the details and click the Send Invitations button.
  9. Click on the Go to Invitation History button to see your invitations history to check the status of your invitations.

Rules and pointers on how to format your file

  • No blank rows in the document
  • Maximum file size 50 MB, and no more than 20,000 rows
  • UTF-8 encoding only
  • Delimiter (the method of separation between the fields) must be either a comma or semicolon
  • The reference number field should not contain special characters like # or *. If you need to use special characters, use / or - instead.

Note: The reference number can be any sort of unique identifier code that you use internally, for example, an invoice number or order ID. Reference numbers should be transaction-specific rather than customer-specific.

For help with creating your customer file, please read Creating a File of your Customers for Uploading.

2. Copy and paste from a document

  1. In the Invitations module, select the Invite Customers tab.
  2. Click Copy Paste.
  3. Copy and paste your customers' data from your spreadsheet or text editor to the text box. You can copy up to 300 customers at a time. Make sure that data is separated by tabs, semicolons (;) or commas (,).
  4. Check the order of the columns. They must be: (1) email, (2) name, (3) reference number.
  5. When your data is ready, click Continue.
  6. You can manually enter extra invites, if needed. When you have finished, click Continue.
  7. In the Sender name field, enter your sender information. Select the Reply-to email address from the drop-down menu and click Continue.
  8. In the Template Editor, in the Select a template window, select our optimized template, then click Continue. You can also create your own invitation email.
  9. At the bottom of the page, in the drop-down menu, select the local Trustpilot website that you want to send your customers to when they write their review and click Next.
  10. Review the details and click the Send Invitations button.
  11. Click on the Go to Invitation History button to see your invitations history to check the status of your invitations.

Note: The reference number field should not contain special characters like # or *. If you need to use special characters, use / or - instead.

3. Enter manually

  1. In the Invitations module, select the Invite Customers tab.
  2. Click the Enter manually button.
  3. Enter the customer's Email, Name, and Reference number in the appropriate fields, then click the Add button. Do this for each customer you want to invite.
  4. When your customer data is ready, click Continue.
  5. In the Sender name field, enter your sender information. Select the Reply-to email address from the drop-down menu and click Continue.
  6. In the Template Editor, in the Select a template window, select our optimized template, then click Continue. You can also create your own invitation email.
  7. At the bottom of the page, in the drop-down menu, select the local Trustpilot website that you want to send your customers to when they write their review and click Next.
  8. Review the details and click Send Invitations button.
  9. Click on the Go to Invitation History button to see your invitations history to check the status of your invitations.

4. Service and Product Reviews

  1. In the Invitations module, select the Invite customers tab.
  2. Click the Product Reviews button.
  3. Click on Select file and upload your CSV file. The columns in the CSV file must include the following data in this order: customer email, customer name, reference number (and, if relevant, the SKU, product name, product URL and image URL). Click Continue. (Note: If you were not able to organize your CSV file in the specified order, there’s a quick fix. Add a column header to tell our system what data you’ve placed in what column. You’ll need to write these exact header names in English: customer email, customer name, reference number, SKU, product name, product URL, image URL.)
  4. In the Sender name field, enter your sender information. Select the Reply-to email address from the drop-down menu and click Continue.
  5. In the Template Editor, in the Select a template window, select our optimized template, then click Continue. You can also create your own invitation email.
  6. At the bottom of the page, in the drop-down menu, select the local Trustpilot website that you want to send your customers to when they write their review and click Next.
  7. Review the details and click the Send Invitations button.
  8. Click on the Go to Invitation History button to see your invitations history to check the status of your invitations.

Note: Some of these services are only available to paying Trustpilot subscribers.

For more information about product reviews, please read Invite your customers to leave Product Reviews.

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